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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
501
Certified Advisory Corp
Florida
$6.15M -$505K -15,907 -8%
SWM
502
Spire Wealth Management
Virginia
$6.15M +$72.6K +2,288 +1%
RDWM
503
Red Door Wealth Management
Tennessee
$6.12M +$205K +6,453 +3%
WP
504
WealthPLAN Partners
Nebraska
$6.1M +$175K +5,529 +3%
CHIA
505
Copper Harbor Investment Advisors
Wisconsin
$6.02M +$6.02M +189,804 New
WWM
506
Western Wealth Management
Colorado
$6.02M -$359K -11,317 -6%
LPT
507
Legacy Private Trust
Wisconsin
$5.99M -$185K -5,816 -3%
SWP
508
Strategic Wealth Partners
Ohio
$5.99M -$654K -20,604 -10%
MIA
509
Milestone Investment Advisors
Wisconsin
$5.95M -$244K -7,698 -4%
JMNC
510
J. Mark Nickell & Co
Tennessee
$5.91M +$137K +4,314 +2%
HT
511
Headlands Technologies
Illinois
$5.9M +$5.9M +186,000 New
GFPC
512
Global Financial Private Client
Florida
$5.89M +$26.4K +831 +0.4%
DRP
513
Decker Retirement Planning
Utah
$5.87M +$824K +25,969 +16%
AOWM
514
Alpha Omega Wealth Management
Virginia
$5.85M -$69K -2,176 -1%
IF
515
IRON Financial
Illinois
$5.84M +$357K +11,238 +6%
CA
516
CapWealth Advisors
Tennessee
$5.81M -$869K -27,388 -13%
B
517
Bensler
Washington
$5.81M -$63.5K -2,001 -1%
AAS
518
Annex Advisory Services
Wisconsin
$5.79M -$565K -17,795 -9%
BPFA
519
Barnes Pettey Financial Advisors
Mississippi
$5.79M +$228K +7,176 +4%
FIA
520
Foundations Investment Advisors
Arizona
$5.78M +$2.29M +72,143 +66%
FA
521
Fagan Associates
New York
$5.74M +$53.2K +1,677 +0.9%
PIAS
522
PCA Investment Advisory Services
Ohio
$5.74M -$195K -6,142 -3%
LHP
523
Lexington Hill Partners
Texas
$5.73M +$1.48M +46,658 +35%
AWMG
524
Alliance Wealth Management Group
New Jersey
$5.69M -$979K -30,853 -15%
TCM
525
Towercrest Capital Management
Pennsylvania
$5.69M -$979K -30,853 -15%
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